Happy February! At FormAssembly, we’re looking forward to a great year full of product improvements, exciting events, user feedback, and of course, more of what we do best: streamlining processes and driving quality conversions.

On the product side, we’re hard at work on several improvements and looking forward to a full rollout of the Sensitive Data Management feature (keep an eye on our main blog for the release post).

One update in particular that we want to mention this month is changes to SAML (or, Security Assertion Markup Language) Authentication to allow users more control over setting up their own SAML authentication.

Feature: SAML Authentication Changes

Description: Currently, SAML Authentication can only be set up by special request; this update will empower users to configure it on their own. Coming in Q1, users will have more control to set up and manage their own SAML configurations.

With this feature, form creators will be able to apply SAML configuration from the account level to a specific form, edit the SAML configuration for a certain form, and copy the SAML configuration from one form to another.

Users will also be able to control access to their FormAssembly instance by designating some or all of their Cloud account users to have their login delegated to a SAML Identity Provider of the Cloud account owner’s choice.

Our documentation will be updated to include setup instructions for some of the most popular SAML Identity Providers including: OneLogin, Okta, Microsoft ADFS, Salesforce, and more.

Over at FormAssembly, we’re wrapping up another great year and looking ahead to 2019. What’s one of the key features on tap for the new year? Workflows. Keep reading for the latest on this feature plus more exciting feature news.

The Latest on Workflows

As you may have read in previous posts, we were originally planning to start our workflow improvements with multi-user workflows. We have shifted our focus to releasing single-user workflows, including implementing a new UI and Workflows Connector that will seamlessly funnel data from one response to the next. Currently, single-user workflows are limited by using URL parameters.

After the release of single-user workflow improvements, we will shift to multi-user workflows.

Other Feature News

Restricting values for dynamic picklists and Autosuggest menus: This update will allow users to enable validation for dynamic picklists and Autosuggest menus, so respondents may only submit choices within the given options. We expect to release this improvement early 2019.

Your Turn

What features are top of mind for you? Let us know in the comments or by submitting a feature request.

Have you heard of the SaaS product Zapier? If so, you might be excited to learn that we’re working on an integration for Zapier. Currently it’s still in the beta stage, but you can help us shape the future of the integration by becoming a beta tester.

What is Zapier?

Zapier is a service that allows you to connect apps and software that don’t usually work together. Some of the use cases for Zapier include getting email notifications when an event happens, conditionally adding files to a service like Dropbox, posting messages in Slack, and more.

What can you currently do with the FormAssembly Zapier Integration?

Currently, when you log in to try out the beta integration, you can work with only one kind of trigger: “New Form Response.” What this means is you can set up different actions to happen once you receive a new form response for a specific form.

What should you do if you want to get involved?

Head over to our documentation to read the public doc about our beta integration, then log into (or create) a Zapier account to test it out. If you have feedback, please share it with our support and product teams through this form.

Search All Reports

Plans: All Plans

In June 2018 we made it possible to search individual reports for specific responses. This made it easier to find data you needed in reports. Coming soon, we’re making it possible to search not only individual reports, but all reports. If you don’t know which form the information you need is in, or simply want to broaden your search, this may be a helpful feature for you.

Here’s a screenshot of the interface:

Have you been enjoying the ability to search individual reports? Are you looking forward to being able to search ALL reports? Let us know in the comments section!

]]>https://www.formassembly.com/blog/roadmap-october-2018-search-all-reports/feed/0Roadmap Post September 2018: Salesforce Dynamic Picklists & Sensitive Data Managementhttps://www.formassembly.com/blog/roadmap-post-september-2018-salesforce-dynamic-picklists-sensitive-data-management/
https://www.formassembly.com/blog/roadmap-post-september-2018-salesforce-dynamic-picklists-sensitive-data-management/#respondThu, 06 Sep 2018 18:30:11 +0000https://marketing-demo.veerwest.net/?p=33290This month, we’re excited to be close to releasing two high-value features that’ll make FormAssembly more useful and more secure for users. Read on for details about our new Salesforce Dynamic Picklists and the new Sensitive Data enhancements. Salesforce Dynamic Picklists Plans: Enterprise Cloud and Compliance Cloud This feature will allow you to include drop-down […]

]]>This month, we’re excited to be close to releasing two high-value features that’ll make FormAssembly more useful and more secure for users. Read on for details about our new Salesforce Dynamic Picklists and the new Sensitive Data enhancements.

Salesforce Dynamic Picklists

Plans: Enterprise Cloud and Compliance Cloud

This feature will allow you to include drop-down menus in your forms that pull options straight from Salesforce lookup results or a Salesforce picklist. Enterprise & Compliance Cloud admins will be able to control which users can and cannot use this feature.

Add dropdown menus that pull choices from Salesforce.

Salesforce Dynamic Picklists will allow you to quickly access the most up-to-date information and remove the burden of having to manage static datasets and re-upload them every time there is a change.

Map picklists in the Salesforce Prefill connector.

Sensitive Data Management

“The need for secure data handling has never been greater. These powerful new features will empower our customers to achieve their mission while entrusting us to securely handle their data collection needs, be it personal information, health information, or payment information,” said Andy Hall, Application Security Engineer.

In June 2018, we added two new sensitive data types for all plans: Personally Identifiable Information (PII) and General Sensitive Data. This feature will add the Password sensitive data type for all plans, and Protected Health Information (PHI) for Compliance Cloud.

Mark data as sensitive in Form Builder 5.

For Compliance Cloud, this feature also enhances data governance and security. Administrators will now have granular control over which users can create and edit forms collecting specific types of sensitive data, and which users can view and edit responses with specific sensitive data types.

Sensitive data will be locked (masked) by default within responses and reports, and only accessible for specified lengths of time. Sensitive data will also be secured and masked in field aliases across Thank You pages, email notifications, and auto-responders.

A FormAssembly report with redacted information.

Unlock a single response.

An unmasked response shows example values.

See a log of sensitive data access.

Data is redacted in reports.

Unlock an entire report.

An unmasked report shows example values.

Access to sensitive data will be logged, and form creators will be able to view which sensitive data fields are sent through connectors, and when the sensitive data is sent.

How would you use these features? Let us know in the comments, and submit your own feature requests in the form linked on our roadmap page!

]]>https://www.formassembly.com/blog/roadmap-post-september-2018-salesforce-dynamic-picklists-sensitive-data-management/feed/0New! Share Product Feedback With the Feature Request Formhttps://www.formassembly.com/blog/product-feedback/
https://www.formassembly.com/blog/product-feedback/#respondMon, 23 Jul 2018 12:00:59 +0000https://marketing-demo.veerwest.net/?p=32267We’ve said it before, but we’ll say it again: we love getting your product feedback! Your product feedback and feature requests help us understand what’s important to you and build out our product roadmap with improvements that make sense for our customers. Your feedback helps us understand how you use FormAssembly now and what it […]

]]>We’ve said it before, but we’ll say it again: we love getting your product feedback!

Your product feedback and feature requests help us understand what’s important to you and build out our product roadmap with improvements that make sense for our customers. Your feedback helps us understand how you use FormAssembly now and what it would take to make our product even better for you.

Now, to make it even easier for you to submit feedback, we’ve implemented a product feedback and feature request form so you can quickly submit your ideas in one easy to find location.

You can reach this form in three places on our Roadmap page: by clicking the link in the first paragraph of text, by clicking the Feedback tab on the left-hand side of the page, or by clicking the “Leave Feedback” button further down the page.

We will continue to publish articles, accessible from this same page, that go over features we’re working on. We encourage you to leave your thoughts on these articles, but to submit feature requests, you can use the feedback form instead of the blog comments section.

]]>https://www.formassembly.com/blog/product-feedback/feed/0Roadmap Post April 2018: Our GDPR Roadmaphttps://www.formassembly.com/blog/roadmap-post-april-2018-our-gdpr-roadmap/
https://www.formassembly.com/blog/roadmap-post-april-2018-our-gdpr-roadmap/#respondMon, 23 Apr 2018 13:25:23 +0000https://marketing-demo.veerwest.net/?p=30026With GDPR on the horizon, we’re working on several product updates to benefit our customers that fall under the regulation. Though these are not necessary for GDPR compliance, we are actively working on these improvements to further simplify and streamline your experience. New Content Type FormAssembly Release 5.0.2: Professional & Premier 5/21/2018, Enterprise & Compliance […]

]]>With GDPR on the horizon, we’re working on several product updates to benefit our customers that fall under the regulation. Though these are not necessary for GDPR compliance, we are actively working on these improvements to further simplify and streamline your experience.

New Content Type

With a new highlighted fieldset as an available type of content, you can style that section separately from other fieldsets so you can make it stand out visually.

Under the GDPR, the consent section of a form must be “clearly distinguishable from the other matters, in an intelligible and easily accessible form, using clear and plain language.” (Article 7(2)). With this addition we make it easier to create “consent sections” that meet the GDPR standard. It can also be used in other contexts to display, or request any information that must stand out from the rest of the form.

New Sensitive Data Types

Categorizing Sensitive Data enables further privacy-related features, like data masking, as well as helping with GDPR notification requirements when collecting data from third-parties. We are working on new sensitive data types, including:

PII

Mark as “Unspecified” (default)

Mark as “First Party” for data that belongs to the respondent

Mark as “Third Party” for data that does NOT belong to the respondent

Generic Sensitive Data: This can be anything considered sensitive that doesn’t fall under other categories. Example: Invoice numbers.

Customize the Text of the “Contact Information” Link

Providing identity and contact information to users is one of the requirements of the GDPR. Previously the link text for contact information was set to “Need assistance?” but we are working on the ability to customize that link text, show or hide the link, and change whether it points to your public Contact Information page or redirects to another website.

We are working on a feature that, if enabled would show a link next to the contact information link that would read “Your rights under the GDPR” (the link text and URL would be customizable). The link would take people to a page summarizing all the respondent’s GDPR rights.

Search Responses Across All Forms

The ability to search responses has been a much-requested feature even before the GDPR became a hot topic. We are looking at improvements that will allow FormAssembly users to search responses. This will facilitate the retrieval of personal data when processing GDPR requests from data subjects.

Enable IP Anonymization on a Form-by-Form Basis

IP addresses are part of response metadata collected by FormAssembly forms, and they are considered PII under the GDPR. For further respondent privacy, we are working on an update that will allow users to enable IP anonymization on individual forms.

Account

In FormAssembly accounts we will add a checkbox for customers to note whether or not GDPR applies to their use of FormAssembly. This will allow us to reach out to customers to ensure they have signed the required Data Processing Addendum.

Session timeouts

Enterprise Cloud and Compliance Cloud administrators will be able to set a session timeout that will automatically log out users after 30 minutes of inactivity. Compliance Cloud administrators can customize the timeout length.

Customize Session timeouts

Unreleased

Plans: Compliance Cloud

Compliance Cloud administrators will be able to customize a session timeout that will automatically log out users after a specified period of inactivity.

Salesforce Connectors

We plan to update the Salesforce API to version 42, which will add “Individual” as a standard object. According to Salesforce: “The standard object, Individual, includes fields for storing data privacy preferences in data privacy records.”

]]>https://www.formassembly.com/blog/roadmap-post-april-2018-our-gdpr-roadmap/feed/0Roadmap Post March 2018: Form Builder 5.0https://www.formassembly.com/blog/roadmap-post-march-2018-form-builder-version-5-0-0/
https://www.formassembly.com/blog/roadmap-post-march-2018-form-builder-version-5-0-0/#respondThu, 15 Mar 2018 13:35:39 +0000https://marketing-demo.veerwest.net/?p=28825Disclaimer: As of June 2018, Form Builder 5.0 is the default version of the FormAssembly Form Builder. Visit the release blog post to learn about the Form Builder 5.0 improvements. Whether you’ve been with FormAssembly since the beginning or you’ve newly joined the FormAssembly family, you should know this: we’re always improving. In June*, we’ll […]

]]>Disclaimer: As of June 2018, Form Builder 5.0 is the default version of the FormAssembly Form Builder. Visit the release blog post to learn about the Form Builder 5.0 improvements.

Whether you’ve been with FormAssembly since the beginning or you’ve newly joined the FormAssembly family, you should know this: we’re always improving. In June*, we’ll release our Form Builder 5.0. This iteration builds on elements you loved about previous versions and adds new features and improvements designed to help you more easily create even better, sleeker-looking forms than before.

Dive into the features and improvements that’ll impact your FormAssembly experience.

New Look and Feel for the Form Builder

A faster, cleaner interface

Ability to “Pin” the Add Content menu, making it faster to add content

The preview mode for desktop, tablet, and mobile buttons will be visible at top right, instead of being hidden in the dropdown menu

The Form Properties dropdown menu will be accessible in the sidebar, allowing easier editing

The Save button will indicate if there are unsaved changes

Completely Redesigned Theme Editor & Themes

The Theme Editor will be accessible directly in the Form Builder, so you can add content AND style your form in the same place

You’ll see new, easily customizable theme options

The Theme Editor will offer brand-new, easily customizable, modern themes that will make it easy to create a beautiful form in seconds

You’ll now have the ability to use Google Fonts in forms, moving beyond default Arial or Times New Roman

Drag-and-Drop Improvements

A drag-and-drop handle for selected content will make it easier to grab and move content

The editing toolbar will disappear when you are dragging to resize label and input fields, keeping it out of the way when you’re aligning fields

We’ve removed dragging and dropping to re-order multiple choices on the form (you can still re-order in the Edit Choices modal), to make it easier to move the entire question

Predefined Content Improvements

Predefined Content categories can be accessed as folders

You can view, add, and edit descriptions for predefined content

The new Form Builder will autocomplete existing categories when you save predefined content

Resize Label and Input Widths

You will be able to manually specify the width of labels and input fields in the Properties panel and also resize widths for dropdown menus and multiselect lists

Conditional Rules Editor

In Form Builder 5.0 you have the option to expand the Conditional Rules Editor to a larger view

The Conditional Rules Editor will also shows question labels for conditions you’ve set up and show the selected choice when you’re editing a condition

You will only be able to set up conditional rules on fields that appear after the conditional trigger

Enhanced Outline View

This view will show field aliases, so you can reference fields at a glance without leaving the Form Builder

Calculated Fields

The list of user-defined variables will show field aliases

Autosuggest

Starting with Form Builder 5.0, Autosuggest will support up to 20 columns, so when you select a value from the Autosuggest options, it will prefill the corresponding fields

We have added column mapping so you will be able to create new fields or assign existing fields to multiple columns

Properties Sidebar

Checkboxes have been changed to toggles for field/form properties sidebar panels, so it’ll be easier to see at a glance whether an option is enabled or disabled

Sidebar panels will have information moved to tooltips, for a cleaner look

Multi-column Sections

Enabling multi-columns in sections will automatically create columns and titles

Changes to Preview Mode

You’ll be able to see Form Language applied in Preview mode

Dates with Calendar fields will work in Preview mode

In addition to these significant improvements, Form Builder 5.0 will give you the ability to copy entire pages of your form, directly edit the text of a repeating link in the form, specify URLs for images instead of uploading new images, and add placeholder text to multiline text areas.

Ready for Form Builder 5.0? You don’t have long to wait until the June release! What feature are you most looking forward to? Let us know in the comments!

Don’t miss any updates on Form Builder 5.0! Head on over to our Email Preferences Center and make sure to check the box to receive “FormAssembly System and Product Updates” emails.

(Please Note: Form Builder 5.0 is still in development, so the previews above may differ slightly from the Form Builder version that will be available soon.)

]]>https://www.formassembly.com/blog/roadmap-post-march-2018-form-builder-version-5-0-0/feed/0Roadmap Post February 2018: What’s Ahead for Q1https://www.formassembly.com/blog/roadmap-post-february-2018-q1-updates/
https://www.formassembly.com/blog/roadmap-post-february-2018-q1-updates/#respondMon, 05 Feb 2018 15:44:55 +0000https://marketing-demo.veerwest.net/?p=27774Disclaimer: As of June 2018, Form Builder 5.0 is the default version of the FormAssembly Form Builder. Visit the release blog post to learn about the Form Builder 5.0 improvements. Is it really already February? While you’re making progress on your resolutions for 2018, we’re moving forward on our own plan for success in the […]

]]>Disclaimer: As of June 2018, Form Builder 5.0 is the default version of the FormAssembly Form Builder. Visit the release blog post to learn about the Form Builder 5.0 improvements.

Is it really already February? While you’re making progress on your resolutions for 2018, we’re moving forward on our own plan for success in the new year. From our product team’s standpoint, that means releasing new features and fixes that improve your experience of FormAssembly.

Here’s a brief overview of what’s in store for Q1 and beyond!

(Please note: Release dates are subject to change.)

Form Builder 5.0

Description of the Update: Version 5 of our Form Builder is scheduled for release this quarter and will include multiple fixes and improvements to further simplify the process of building forms. We’ll provide more details on what improvements are coming as they’re available.

Benefit to You: A better and constantly evolving form building solution.

Estimated Release: Q1 2018

Theme Editor v. 2

Description of the Update: You’ve seen the screenshots of the prototype; now get ready for the real thing. In conjunction with Form Builder v. 5, we’ll release the new theme editor, which features a more cohesive look with the rest of your FormAssembly experience and simplifies the styling options.

Benefit to You: A more attractive interface and the ability to more easily create modern-looking forms.

Estimated Release: Q1 2018

Response Search

Description of the Update: This development may be familiar to you; you may have even requested it at some point! With Response Search, users will be able to search form responses to find specific pieces of information.

Benefit to You: Navigate your form responses more easily.

Estimated Release: Q1 2018

Would you use these features? What other improvements are you excited to see? Let us know in the comments below.

]]>https://www.formassembly.com/blog/roadmap-post-february-2018-q1-updates/feed/0Roadmap Post January 2018: Salesforce v3 Connectorhttps://www.formassembly.com/blog/roadmap-post-salesforce-v3-connector/
https://www.formassembly.com/blog/roadmap-post-salesforce-v3-connector/#respondMon, 29 Jan 2018 21:22:29 +0000https://marketing-demo.veerwest.net/?p=27676If you use FormAssembly, it’s pretty likely you also use or have used our Salesforce Connector. And why wouldn’t you? With a little set-up, you can easily create and update records in Salesforce and send data to any object, even custom ones. All in all, the Salesforce Connector makes data collection easier and keeps it […]

]]>If you use FormAssembly, it’s pretty likely you also use or have used our Salesforce Connector. And why wouldn’t you? With a little set-up, you can easily create and update records in Salesforce and send data to any object, even custom ones. All in all, the Salesforce Connector makes data collection easier and keeps it in a centralized location.

Just because our Salesforce Connector is already awesome, doesn’t mean we’re done improving it. In 2018, get ready for version 3 of our Salesforce Connector. Here are the key details you’ll want to know:

What to Expect from the v3 Connector

The v3 Connector offers a new layout and features that enable easier and faster connector set-up. You’ll also be able to more easily create and comprehend your data flow as far as what records you’re creating or updating. Lastly, you’ll be able to more easily update your form so the data you’re collecting matches the data you need to send to Salesforce.

Key Features You’ll Love

Filter a list of Salesforce objects to show most commonly used objects.